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Alexander Brian Vetrano

Pugh Wealth Management, LLC

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About Alexander Brian Vetrano

Alexander Vetrano is an investment advisor representative at Pugh Wealth Management, LLC. Alexander is registered with the state of Tennessee and has been working in the financial industry since 2020. Alexander holds a Series 65 license. Alexander has a background in accounting and has worked as a staff accountant for Pugh CPAs. Alexander is also a graduate of Mississippi State University. Alexander is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Alexander Vetrano is currently registered with Pugh Wealth Management, LLC. Pugh Wealth Management, LLC is an independent wealth management firm specializing in financial planning and investment management for individuals, families, and businesses. The firm manages approximately $64.7 million in assets for a diverse clientele including high-net-worth individuals, corporations, and charitable organizations. Pugh Wealth Management offers educational seminars and provides a range of advisory services, including pension consulting, selection of other advisors, and publication of periodicals.

$64.70M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexander Vetrano’s Registration & Firm History

TN

08/08/2022 - Present

Pugh Wealth Management, LLC (KNOXVILLE TN)

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Licenses & Designations

IA

Issued 07/29/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/08/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexander Brian Vetrano.
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